Ownership history in HENDLEY & CO INC Β· 63 quarters on record
This page tracks every 13F SEC filing in which HENDLEY & CO INC reported a position in APPLE COMPUTER INC COM (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π HENDLEY & CO INC outperformed the S&P 500 by +12.9% annually on this AAPL position. Timing score: 45% (26/58 decisions correct). Average cost basis: $76.79. Maximum drawdown during holding period: β39.5%.
π₯ Exceptional β beat the S&P 500 by 12.9% per year on this position.
62 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
26 of 58 add/trim decisions correct
Best entry: $7.54 (2010 Q2) Β· Worst: $169.93 (2024 Q1)
πͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.
20 adds Β· 39 trims. Bought during 5 of 20 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 5.64% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size